SS&H Financial Advisors, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), SS&H Financial Advisors, Inc. reported 125 stock positions worth $329.0 million. Its top holding was JPMorgan Chase (JPM) at 10.1% of the portfolio, followed by Nvidia (NVDA, 7.8%) and Microsoft (MSFT, 6.7%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 20 and reduced 26. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Procter & Gamble (PG, shares −4%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$329.0M (Q3 2025)
SEC Filing
0001911735-25-000005 ↗ filed Oct 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.1M Q1 2024 Q2 2024: $256.1M Q2 2024 Q3 2024: $274.5M Q3 2024 Q4 2024: $274.5M Q4 2024 Q1 2025: $268.1M Q1 2025 Q2 2025: $299.3M Q2 2025 Q3 2025: $329.0M $329.0M Q3 2025 Q4 2025: $342.7M Q4 2025 Q2 2026: $390.9M Q2 2026

Holdings 125 stocks · $329.0M
JPM JPMorgan Chase & Co. 10.12% 105,540 $33.3M No change
NVDA Nvidia Corp. 7.79% 137,381 $25.6M Reduce -2.6%
MSFT Microsoft Corp. 6.67% 42,398 $22.0M Reduce -0.1%
AAPL Apple Inc. 5.68% 73,351 $18.7M Add +0.3%
ORCL Oracle Corp. 3.68% 43,090 $12.1M Add +3.2%
ABBV Abbvie Inc. 3.44% 48,816 $11.3M Reduce -0.8%
PG The Procter & Gamble Co. 2.95% 63,198 $9.7M Reduce -4.5%
AMZN Amazon.com Inc. 2.56% 38,302 $8.4M Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.13% 24,815 $7.0M Reduce -1.6%
GOOG Alphabet Inc. Class C 2.05% 27,660 $6.7M Add +8.1%
XOM Exxon Mobil Corp. 1.84% 53,556 $6.0M Reduce -0.2%
SPGI S&P Global Inc. 1.76% 11,887 $5.8M No change
SHW The Sherwin-Williams Co. 1.58% 15,030 $5.2M Reduce -13.7%
GLW Corning Inc. 1.57% 63,017 $5.2M Add +1.1%
GLD SPDR Gold Shares 1.52% 14,049 $5.0M No change
CSCO Cisco Systems Inc. 1.40% 67,431 $4.6M Reduce -0.3%
GE General Electric filed as GE AEROSPACE 1.37% 14,959 $4.5M No change
MRK Merck & Co. Inc. 1.35% 53,093 $4.5M Add +0.3%
AMGN Amgen Inc. 1.31% 15,303 $4.3M Add +28.3%
T AT&T Inc. 1.15% 134,406 $3.8M Reduce -0.1%
UNP Union Pacific Corp. 1.13% 15,738 $3.7M No change
ABT Abbott Laboratories 1.12% 27,433 $3.7M Reduce -5.2%
PEP Pepsico Inc. 1.08% 25,291 $3.6M Reduce -1.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.06% 67,508 $3.5M No change
MU Micron Technology Inc. 1.06% 20,765 $3.5M No change
LRCX Lam Research Corp. 1.04% 25,660 $3.4M Reduce -5.5%
JNJ Johnson & Johnson 0.97% 17,146 $3.2M Add +0.6%
V Visa Inc. Class A 0.96% 9,246 $3.2M No change
COST Costco Wholesale Corp. 0.89% 3,155 $2.9M No change
CL Colgate-Palmolive Co. 0.86% 35,213 $2.8M No change
VZ Verizon Communications Inc. 0.84% 63,125 $2.8M Add +0.2%
TSCO Tractor Supply Company 0.83% 48,186 $2.7M No change
MCK McKesson Corp. 0.80% 3,400 $2.6M No change
KO The Coca-Cola Co. 0.80% 39,556 $2.6M No change
AFL Aflac Inc. 0.77% 22,616 $2.5M Reduce -1.9%
BMY Bristol-Myers Squibb Co. 0.77% 55,900 $2.5M Add +5.5%
HII Huntington Ingalls Industrie 0.71% 8,120 $2.3M Add +76.7%
ACN Accenture PLC Class A 0.67% 8,948 $2.2M No change
PFE Pfizer Inc. 0.66% 84,900 $2.2M Add +5.6%
ITA iShares U.S. Aerospace & Def 0.62% 9,675 $2.0M No change
FLR Fluor Corp. 0.58% 45,600 $1.9M Reduce -1.1%
MA Mastercard Inc. Class A 0.58% 3,354 $1.9M Add +8.1%
EMR Emerson Electric Co. 0.57% 14,400 $1.9M No change
DE Deere & Co. 0.55% 3,979 $1.8M No change
BA The Boeing Co. 0.55% 8,420 $1.8M Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 2,656 $1.8M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.54% 51,286 $1.8M Reduce -9.5%
NEE Nextera Energy Inc. 0.53% 22,893 $1.7M Reduce -5.0%
CAT Caterpillar Inc. 0.51% 3,525 $1.7M No change
NSC Norfolk Southern Corp. 0.50% 5,500 $1.7M Reduce -1.8%
ITW Illinois Tool Works 0.49% 6,150 $1.6M No change
GOOGL Alphabet Inc. Class A 0.48% 6,436 $1.6M Reduce -1.5%
MDT Medtronic PLC 0.47% 16,371 $1.6M Add +200.1%
LLY Eli Lilly & Co. 0.47% 2,034 $1.6M Add +64.8%
CVX Chevron Corp. 0.44% 9,412 $1.5M Add +1.1%
AWK American Water Works Co. Inc. 0.43% 10,112 $1.4M No change
AEP American Electric Power 0.41% 11,898 $1.3M No change
RTX RTX Corp. 0.39% 7,684 $1.3M New
NOC Northrop Grumman Corp. 0.37% 2,005 $1.2M Add +59.8%
MAIN Main Street Capital Corp. 0.37% 19,200 $1.2M No change
PFF iShares Preferred & Income S 0.37% 38,125 $1.2M Add +2.1%
META Meta Platforms Inc. Class A 0.37% 1,636 $1.2M No change
WMT Walmart Inc. 0.32% 10,339 $1.1M Add +1.0%
COP Conocophillips 0.31% 10,913 $1.0M No change
MAR Marriott International Class A 0.31% 3,900 $1.0M No change
HON Honeywell International Inc. 0.30% 4,702 $990K No change
ATO Atmos Energy Corp. 0.29% 5,565 $950K Reduce -2.6%
MPC Marathon Petroleum Corp. 0.28% 4,850 $935K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 6,000 $867K Reduce -9.1%
KMB Kimberly-Clark Corp. 0.25% 6,500 $808K No change
GIS General Mills Inc. 0.22% 14,608 $737K No change
DRI Darden Restaurants Inc. 0.22% 3,855 $734K No change
ADP Automatic Data Processing 0.22% 2,470 $725K No change
NKE Nike Inc. Class B 0.22% 10,218 $713K No change
GD General Dynamics Corp. 0.21% 2,045 $697K New
FDX FedEx Corp. 0.21% 2,875 $678K No change
DTM DT Midstream Inc. 0.20% 5,900 $667K No change
DTE DTE Energy Company 0.20% 4,600 $651K No change
GDX Vaneck Gold Miners ETF 0.20% 8,500 $649K No change
INTU Intuit Inc. 0.20% 946 $646K Reduce -9.6%
TSLA Tesla Inc. 0.19% 1,420 $632K No change
MCD McDonald's Corp. 0.18% 1,990 $605K No change
ZTS Zoetis Inc. 0.18% 4,118 $603K No change
CMA Comerica Inc. 0.18% 8,595 $589K No change
AMD Advanced Micro Devices 0.17% 3,550 $574K New
VTRS Viatris Inc. 0.17% 57,959 $574K Reduce -4.0%
SCHW Schwab (charles) Corp. 0.17% 5,899 $563K No change
HACK Amplify Cybersecurity ETF 0.16% 6,100 $529K No change
CI The Cigna Group 0.16% 1,832 $528K No change
D Dominion Energy Inc. 0.16% 8,493 $520K No change
PHO Invesco Water Resources ETF 0.16% 7,200 $519K No change
SYK Stryker Corp. 0.16% 1,400 $518K No change
ETN Eaton Corp. PLC 0.15% 1,337 $500K No change
LMT Lockheed Martin Corp. 0.15% 1,000 $499K New
APH Amphenol Corp. Class A 0.15% 4,000 $495K No change
CP Canadian Pacific Kansas City 0.15% 6,489 $483K No change
CRUS Cirrus Logic Inc. 0.14% 3,700 $464K No change
XLK SS Technology Select Sector 0.14% 1,641 $463K Reduce -15.1%
USB US Bancorp 0.13% 9,161 $443K No change
WTRG Essential Utilities Inc. 0.13% 11,074 $442K No change

Show all 125 holdings

Portfolio Sells Q2 2025 → Q3 2025
PG The Procter & Gamble Co. Reduce -4.5% 2.95% −0.57
SHW The Sherwin-Williams Co. Reduce -13.7% 1.58% −0.42
MSFT Microsoft Corp. Reduce -0.1% 6.67% −0.38
IBM Intl Business Machines Corp. Reduce -1.6% 2.13% −0.36
RTX CORPORATION Sold out 0.00% −0.25
DOW Dow Inc. Sold out 0.00% −0.21
FLR Fluor Corp. Reduce -1.1% 0.58% −0.21
ABT Abbott Laboratories Reduce -5.2% 1.12% −0.20
CSCO Cisco Systems Inc. Reduce -0.3% 1.40% −0.17
T AT&T Inc. Reduce -0.1% 1.15% −0.15
F Ford Motor Co. Sold out 0.00% −0.13
SLB SLB Ltd. Reduce -9.5% 0.54% −0.10
XOM Exxon Mobil Corp. Reduce -0.2% 1.84% −0.10
INTU Intuit Inc. Reduce -9.6% 0.20% −0.08
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.07
DOV Dover Corp. Sold out 0.00% −0.07
PEP Pepsico Inc. Reduce -1.6% 1.08% −0.05
AFL Aflac Inc. Reduce -1.9% 0.77% −0.04
BA The Boeing Co. Reduce -0.7% 0.55% −0.04
NEE Nextera Energy Inc. Reduce -5.0% 0.53% −0.03
XLK SS Technology Select Sector Reduce -15.1% 0.14% −0.02
TJX TJX Companies Inc. Reduce -9.1% 0.26% −0.01
VTRS Viatris Inc. Reduce -4.0% 0.17% −0.01
ATO Atmos Energy Corp. Reduce -2.6% 0.29% −0.01
O Realty Income Corp. Reduce -0.2% 0.11% −0.00
INTC Intel Corp. Reduce -2.2% 0.09% +0.02
NSC Norfolk Southern Corp. Reduce -1.8% 0.50% +0.02
GOOGL Alphabet Inc. Class A Reduce -1.5% 0.48% +0.09
LRCX Lam Research Corp. Reduce -5.5% 1.04% +0.16
NVDA Nvidia Corp. Reduce -2.6% 7.79% +0.34
ABBV Abbvie Inc. Reduce -0.8% 3.44% +0.38

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.3% 5.68% +0.66
ORCL Oracle Corp. Add +3.2% 3.68% +0.63
GOOG Alphabet Inc. Class C Add +8.1% 2.05% +0.53
GLW Corning Inc. Add +1.1% 1.57% +0.48
RTX RTX Corp. New 0.39% +0.39
HII Huntington Ingalls Industrie Add +76.7% 0.71% +0.34
MDT Medtronic PLC Add +200.1% 0.47% +0.32
GD General Dynamics Corp. New 0.21% +0.21
AMGN Amgen Inc. Add +28.3% 1.31% +0.20
AMD Advanced Micro Devices New 0.17% +0.17
NOC Northrop Grumman Corp. Add +59.8% 0.37% +0.16
LMT Lockheed Martin Corp. New 0.15% +0.15
LLY Eli Lilly & Co. Add +64.8% 0.47% +0.15
LUMN Lumen Technologies Inc. New 0.11% +0.11
JNJ Johnson & Johnson Add +0.6% 0.97% +0.10
GEV GE Vernova Inc. New 0.09% +0.09
CRWV Coreweave Inc. Class A New 0.08% +0.08
PFE Pfizer Inc. Add +5.6% 0.66% +0.01
IVV iShares Core S&P 500 ETF Add +1.4% 0.10% −0.00
CVX Chevron Corp. Add +1.1% 0.44% −0.00
MA Mastercard Inc. Class A Add +8.1% 0.58% −0.00
WMT Walmart Inc. Add +1.0% 0.32% −0.01
PFF iShares Preferred & Income S Add +2.1% 0.37% −0.02
MRK Merck & Co. Inc. Add +0.3% 1.35% −0.05
BMY Bristol-Myers Squibb Co. Add +5.5% 0.77% −0.05
VZ Verizon Communications Inc. Add +0.2% 0.84% −0.07
AMZN Amazon.com Inc. Add +1.0% 2.56% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$390.9MJPM, NVDA, MU, AAPL, MSFT
Q4 2025 125$342.7MJPM, NVDA, MSFT, AAPL, ABBV
Q3 2025 125$329.0MJPM, NVDA, MSFT, AAPL, ORCL
Q2 2025 123$299.3MJPM, NVDA, MSFT, AAPL, PG
Q1 2025 122$268.1MJPM, AAPL, MSFT, NVDA, ABBV
Q4 2024 122$274.5MJPM, AAPL, NVDA, MSFT, AMZN
Q3 2024 126$274.5MJPM, MSFT, AAPL, NVDA, ABBV
Q2 2024 119$256.1MJPM, MSFT, NVDA, AAPL, AMZN
Q1 2024 115$240.1MJPM, MSFT, AAPL, NVDA, ABBV